The Rundown

Hosted by Public.com

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848

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Oct 2026

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About the show

Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.

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60 recent

October 27, 20269 min

What Anthropic’s IPO Filing Reveals About Its Financial Health

Market update for October 27, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Tech stocks bouncing back ahead of a big week for the Fed and earnings. What Anthropic’s IPO filing reveals about its growth, losses, and massive AI commitments. Why JetBlue shares are climbing despite another quarterly loss. What’s behind Whirlpool’s disappointing outlook. Why Halloween candy is getting so expensive.

October 26, 202610 min

Elon Says 200 AI Companies Won’t Survive, Meta Sells $95 Billion in Stock

Market update for October 26, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Investors retreating from AI stocks ahead of a huge week for earnings and the Fed. Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal. Meta’s plan to raise up to $95 billion Ross rallying as Wall Street bets on bargain hunters. Verizon fell despite strong subscriber growth and an Amazon deal. Luxury brands losing billions, and what it reveals about the K-shaped economy.

October 23, 202611 min

SpaceX Wants to Sell You a Phone Plan (Are They Doing Too Much?)

Market update for October 23, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the AI selloff is sending investors into Treasury bonds SpaceX’s push for 80,000 cell sites, Crown Castle’s rally Moderna’s stock plunged despite promising cancer-vaccine results. Why Hoka and Ugg owner Deckers is resisting discounting. Western Digital’s strong earnings and investors’ lingering AI worries. Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers. Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.

October 22, 202613 min

Meta’s AI Bill Keeps Growing, Tesla Spending Cuts Raise Doubts

Market update for October 22, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why investors are buying more protection against Big Tech’s debt. Tesla’s earnings, and why spending less has Wall Street worried. Meta’s growing AI bill and whether Muse can buy Zuck more time. Spotify’s upbeat profit forecast and its potential as an AI winner. Why IBM’s earnings beat wasn’t enough to convince investors. Adidas’s World Cup marketing gamble and its record quarter.

October 21, 202613 min

SpaceX Turns a Profit, Netflix Runs Out of Growth Levers

Market update for Wednesday October 21, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the market rally is finding support outside tech despite high oil prices. SpaceX’s AI boom, its massive spending bill, and Elon Musk’s latest Tesla merger push. Netflix’s advertising setback, and where its next wave of growth could come from. Super Micro’s surprise sales update and what it signals about AI demand. Why AT&T’s earnings beat, higher outlook, and buybacks weren’t enough for investors. Eric Schmidt’s early Anthropic bet and the surprises inside the draft IPO filing.

October 20, 202613 min

GM Tanks Despite Earnings Beat, Walmart Takes On Costco

Market update for October 20, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The AI rally’s share-supply problem, fading buybacks and rising oil prices. Apple’s next product event and the long wait for its foldable iPhone Duo. Why GM’s earnings beat and massive buyback couldn’t stop its stock from sliding. 3M’s Amazon deal and its growing role in AI data centers. Why GE Aerospace’s stronger earnings weren’t enough for investors. Walmart’s new membership bundle (and why Zaid is reconsidering Costco)

October 19, 20269 min

Elon Promises Kids SpaceX Stock, AI Stocks Face a Reality Check

Market update for October 19, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The AI stock selloff, and why he thinks the shakeout could be healthy Anthropic’s public benefit fund and the debate over sharing AI’s wealth Elon Musk’s SpaceX stock promise and the billionaire push to fund kids’ investments Cleveland-Cliffs’ earnings rebound and surprisingly strong 2027 outlook Intel’s upgrade, with a price target that raises eyebrows Harvard’s huge investing year and its outsized SpaceX bet

October 19, 202621 min

AI Is Driving Profits Higher, but It’s Not the Whole Story (ft. Nasdaq Chief Economist)

Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising rates haven't slowed the spending, how earnings growth is spreading beyond big tech, and what's keeping smaller companies from going public.

October 16, 202613 min

Tesla’s Roadster Takes Flight, Netflix Shakes Up Its Leadership

Market update for October 16, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Wall Street’s dramatic comeback, and why the AI trade still looks shaky Tesla’s airborne Roadster and the growing SpaceX merger speculation Netflix’s layoffs, leadership shakeup and search for its next growth engine Alcoa’s earnings beat, and the challenge beneath the rebound Strategy’s index-removal risk and the billions in potential selling KFC ditching Pepsi for Coke, and the corporate history behind the breakup

October 15, 202611 min

CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter

Market update for October 15, 2026 Interview with Coreweave’s Cofounder Brannin McBee [ YouTube ] Interview with Gil Luria [ YouTube ] Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why stocks had their worst day since July, CoreWeave’s bonds fall into distress TSMC’s record profits and potential Texas expansion Walmart’s upgrade and unexpected advantage in AI shopping Rocket Lab’s latest setback for its bigger rocket Berkshire Hathaway’s surprising bet on Bending Spoons

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